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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,332 | $112,729-97.0% | $98,716-96.6% | $137,256-97.6% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 17.25% | 38.48%-21.2pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,046 | $4,640-77.5% | $4,048-74.2% | $6,407-83.7% |
| Admin fee / account holder | $537 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |